Frequently Asked Questions

What services do you provide?

Lakeside Wealth Management Group wants to be your Trusted Adviser.  We have a holistic approach to wealth management planning and preservation.  Our services include Financial Planning, Risk Management, Estate and Tax Planning, Investment Management and Custom Qualified Plans. 

 

Who is your typical client?

Lakeside Wealth Management Group, LLC and Lakeside Financial Group, LLC collectively manage over $500 million on behalf of institutions, corporations, and private clients.

 

Do you accept clients from outside of the Northwest Indiana area?

Yes.  We have many clients outside of Indiana in Illinois, Florida, New York and New Jersey.  If you entrust us to plan, manage and potentially preserve your wealth, you don't have to be in Indiana to do it.  No matter where you live, a relationship with you is possible.

 

What is the benefit of choosing an independent company?

Being independent, we are not associated with wire houses, insurance companies, banks or any institutions that impact our objectivity.  We are free of many of the conflicts inherent with the large brokerage firms and banks. 

 

How do you get paid? 

Typically, we are paid an asset-based fee, meaning we are compensated solely by the client, generally through a combination of hourly fees, financial planning fees, and asset management fees that are agreed to by the client when the accounts are established. In some circumstances, we may receive a commission, but we always inform you when we are operating in a commission based capacity.